Trinity Wealth Management LLC
Trinity Wealth Management LLC
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  • Why Clients Choose us
  • Our Team
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  • Education
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    • FORM CRS 2020
    • Contact Us
  • More
    • Home
    • Why Clients Choose us
    • Our Team
    • The Financial Plan
    • Education
    • More
      • FORM CRS 2020
      • Contact Us
  • Home
  • Why Clients Choose us
  • Our Team
  • The Financial Plan
  • Education
  • More
    • FORM CRS 2020
    • Contact Us

OUR TEAM

ROBERT J. WASSEL, MBA, CPA/PFS

ROBERT J. WASSEL, MBA, CPA/PFS

ROBERT J. WASSEL, MBA, CPA/PFS

Managing Partner and Chief Investment Officer

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J. BROCK DEXTER, CFP®

ROBERT J. WASSEL, MBA, CPA/PFS

ROBERT J. WASSEL, MBA, CPA/PFS

Senior Advisor


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CHARLES N. KUHN, III

LUKE B. FLEMING, CFP®

LUKE B. FLEMING, CFP®

Financial Advisor

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LUKE B. FLEMING, CFP®

LUKE B. FLEMING, CFP®

LUKE B. FLEMING, CFP®

Financial Advisor

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Contact Us

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

Trinity Wealth Management LLC

8040 Hosbrook Rd, Suite 220, Cincinnati, OH 45236, US

(513) 794-2870

Hours

Open today

09:00 am – 05:00 pm

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